Transce3nd LLC
Transce3nd LLC (CRD# 317745) is a financial advisory firm headquartered in Kyle, TX. They manage $313,196,458 in 2,378 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management313MILLION
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Total Number of Accounts2,378ACCOUNTS
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Average Account Value$131,706
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IA, IL, KS, MN, MO, NC, ND, NE, NV, NY, TN, TX, VA, VT, WA
William Alexander (CRD# 5553208) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 16 years of experience in the finance industry.
Robert Annable (CRD# 4657825) is an Investment Advisor Representative working at Transce3nd LLC in Scottsdale, AZ and has over 13 years of experience in the finance industry.
Vincent Annable (CRD# 1033573) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 18 years of experience in the finance industry.
Mark Caldwell (CRD# 2202238) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 32 years of experience in the finance industry.
Conner Capps (CRD# 6518678) is an Investment Advisor Representative working at Transce3nd LLC in 78640, TX and has over 8 years of experience in the finance industry.
Andrew Dinkelmeyer (CRD# 5597768) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 14 years of experience in the finance industry.
Steven Holland (CRD# 6640316) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 6 years of experience in the finance industry.
Joshua Huard (CRD# 6516166) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 6 years of experience in the finance industry.
Clellan Hyatt (CRD# 6539896) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 8 years of experience in the finance industry.
Jessica Knutson (CRD# 5399898) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 13 years of experience in the finance industry.